Senior FP&A Analyst

Our client, a dynamic company in the insurance sector, is seeking an Senior FP&A Analyst to join the Finance team. This is an exciting opportunity for a detail-oriented and analytical professional to contribute to the financial success of a thriving company. Reporting directly to the Manager of FP&A, this candidate will play a key role in financial forecasting, budgeting, and strategic decision-making across our organization.

 

Hybrid work model based on Long Island, with the flexibility to work 1-2 days per week in the office.

 

Duties/Responsibilities:

·        Contribute to the preparation of annual budgets, forecasts, and long-range financial plans.

·        Develop and maintain intricate financial models for various business units and projects.

·        Analyze financial data to pinpoint trends, variances, and opportunities for improvement.

·        Collaborate with cross-functional teams to gather pertinent information for financial analysis.

·        Support the monthly financial reporting process, encompassing variance analysis and management reporting.

·        Distribute monthly, quarterly, and annual budget reports to department managers.

·        Prepare ad-hoc financial analyses and reports to facilitate decision-making.

·        Continuously enhance financial processes and systems for improved efficiency and accuracy.

·        Oversee and assist in various Banking and Treasury Functions, including ACH approvals.

·        Conduct Cash Flow Analysis.

·        Execute cost-benefit analyses for process changes and other ventures as requested by upper management.

·        Undertake other typical accounting tasks as needed.

·        Participate in additional projects as required.

·        Uphold absolute discretion and confidentiality regarding sensitive information.

·        Stay updated on industry knowledge by engaging in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

 

Requirements:

·        Bachelor’s degree in Finance, Accounting, or a related field.

·        2-4 years of experience in financial planning and analysis, investment banking, or a similar role.

·        Knowledge of accounting principles and financial statement analysis.

·        Excellent communication and interpersonal skills, as well as keen attention to detail

·        Proficiency in MS Office Suite, including intermediate to expert Excel and PowerPoint skills.

·        Proficiency in FIS/EAS, Prophix, and Crystal reporting is a plus.

·        Strong financial modeling and analytical skills.

·        CPA license is a plus.

 

##LI-Hybrid